How To Edit Milestones In An Existing Leave Management Policy

Goal

• How to adjust the accrual rate increase in a Milestone
• I need to make an adjustment to the settings in a Milestone, how do I do this?

Environment:

• Push Web App

Process:

Edit an existing Milestone:

1. Click the Company Name in the top right-hand corner 
2. In the drop-down menu, click Company Setup 
3. On the left-hand navigation bar, click Leave Management
4. Under the specific Policy, select the specific Policy Type 
5. On the right side, click Edit Milestones
6. Under Milestones, each existing Milestone will be listed; click Edit to adjust a specific setup
7. A pop-up will appear titled Edit Milestone
8. Under Employee Reaches This Milestone, adjust the number of years after the hire date that the employee must reach to be moved to the Milestone (i.e. 5 years) if applicable
9. Under Accrual Rate, adjust the percentage the employees will accrue every pay period when the Milestone is reached (i.e. 6%) if applicable
10. Under Max Annual Accrual, adjust the total hours that can be accrued in a specific time frame (the time frame will be based on what is selected as the Reset Frequency in Step 1: Create New Policy) 
11. Under Carry Forward Limit, adjust the checkbox that corresponds with either Yes or No 
    1. If Yes is selected, under Max Carry Forward, adjust the total hours employees can bring into the next Reset Period
12. Once done, click Update Milestone
13. The page will refresh back to the Edit Milestone page (step 7) and will state Milestone Updated
14. To adjust another Milestone, repeat steps 6-12
15. Once completed, click Done and the page will load to set up the specific Leave Management Policy!

Delete an existing Milestone:

1. Click the Company Name in the top right-hand corner 
2. In the drop-down menu, click Company Setup 
3. On the left-hand navigation bar, click Leave Management
4. Under the specific Policy, select the specific Policy Type 
5. On the right side, click Edit Milestones
6. Under Milestones, each existing Milestone will be listed; click Delete to remove a specific setup
7. In the pop-up titled Delete Milestone, click Delete Milestone (once selected, this cannot be undone) or click Cancel 
8. The page will refresh back to the Edit Milestone page (step 7), and the Milestone has been removed
9. To remove another Milestone, repeat steps 6-8
10. Once completed, click Done and the page will load to set up the specific Leave Management Policy!

Additional Information

The Milestones feature allows users to automate tracking employee accrual rate increases for certain policies based on tenure. 

Based on the Milestones created within a Leave Management Policy, our system will assign employees to the relevant Milestone when needed based on their date of hire or most recent rehire date. 

For example, if a user offers vacation to their employees and the base accrual rate is 4%, but after 5 years, it increases to 6%. As soon as the employee's anniversary of their date of hire hits 5 years, the system will automatically increase the accrual rate for vacation from 4% to 6%. 

Please note that only Super Administrators have access to make changes to Policies under Leave Management.

The Leave Management feature is currently available on the Premium or Pro Subscription with the Leave Management Add-On. Both also require the Payroll Add-on.

If you do not have this feature and are interested, please feel free to contact Push Support at support@pushoperations.com to connect you with the relevant team. 

Related Articles

• How To Add Milestones To Brand A Leave Management Policy
• How To Add A New Leave Management Policy